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Wingate Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Wingate Wealth Advisors’s Portfolio DFUS Stock Details DFUS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$303K Buy
4,525
+12
+0.3% +$804 0.27% 82
2025
Q1 		$273K Sell
4,513
-3,194
-41% -$193K 0.31% 78
2024
Q4 		$491K Buy
+7,707
New +$491K 0.48% 57